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Anne Whipple
Director Of Client Service at Sequoia Financial
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Work Experience
Director Of Client Service
Jan 2019 - Present ยท 5 years and 11 months
May 2007 - Dec 2018 ยท 11 years and 7 months
Operations Manager
Sep 2012 - Dec 2018 ยท 6 years and 3 months
Client Service Specialist
May 2007 - Sep 2012 ยท 5 years and 4 months
Company Details
51-200 Employees
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. *Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
Year Founded
1991
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
3500 Embassy Parkway Akron, OH 44333, US
Keywords
Financial PlanningAsset ManagementEstate and Insurance PlanningFamily Office ServicesTrustee Support ServicesRetirement Planning
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